Referral Partners
We work with franchise development teams, franchise consultants, business brokers, CPAs, and lenders who have clients that need financing. We handle the financing side so the deal keeps moving and the process stays easy for everyone involved.
How It Works
Make an introduction
Introduce a client or ask us to connect. We can start with a conversation about the business and financing needs.
Agree on the next steps
If the client chooses to move forward, we work on the financing approach, application, lender conversations, and terms.
Keep communication clear
Updates sent to you at major milestones and throughout the process.
Why refer a client?
Experienced deal handling
We lead strategy and lender placement, and our closing coordinator keeps the file moving through funding.
More than one financing path
SBA 7(a), SBA 504, conventional, equipment, and working capital, through SBA lenders, banks, CDFIs, and equipment lenders, depending on the transaction.
Early answers
We look at liquidity, first-year income, and collateral up front, so you hear early whether a deal is workable.
A clear process
The client knows what we are handling and what the lender controls at each stage.
Who This Is For
- Franchise development teams helping qualified candidates find a financing path.
Send candidates to kimbleadvisors.com/qualify. They answer a few quick questions and we follow up within 24 hours.
kimbleadvisors.com/qualify - Franchise consultants advising candidates considering ownership.
- Business brokers representing buyers in acquisitions.
- CPAs, financial advisors, and other professionals working with owners or buyers exploring financing.
- Lenders with deals outside their credit box.
Discuss a referral
Have a referral or a question about financing options? Contact us directly.